By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Core Financial
We help create financial strategies for people in or nearing retirement that are designed to give them confidence in their financial future.
Core Financial proudly serves the Albuquerque, NM area.
Since 1988, Core Financial has been working with friends and neighbors throughout the greater Albuquerque area to help them work towards their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.Market Fluctuations & Economic Uncertainty Challenges
It may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.
With Core Financial, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make recommendations that meet your financial needs and goals, and we are committed to doing so with integrity and transparency.
Contact Us Today
Contact us at info@corefinancialnm.com or call us at (505) 821-5566 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.Download the guide
Are you paying too much in taxes in retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Can your portfolio handle the stress of retirement? - Portfolio Stress Test
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.